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Raymond James Financial Services Advisors’s Fresenius Medical Care FMS Stock Holding History

Raymond James Financial Services Advisors’s Portfolio FMS Stock Details FMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-21,243
Closed -$298K – 3310
2022
Q3 		$298K Buy
21,243
+7,376
+53% +$139K ﹤0.01% 2576
2022
Q2 		$346K Buy
13,867
+4,377
+46% +$131K ﹤0.01% 2496
2022
Q1 		$320K Buy
9,490
+1,089
+13% +$35.8K ﹤0.01% 2669
2021
Q4 		$273K Sell
8,401
-552
-6% -$18.2K ﹤0.01% 2781
2021
Q3 		$313K Sell
8,953
-559
-6% -$21.8K ﹤0.01% 2664
2021
Q2 		$395K Sell
9,512
-10,204
-52% -$408K ﹤0.01% 2534
2021
Q1 		$727K Buy
19,716
+76
+0.4% +$2.87K ﹤0.01% 2062
2020
Q4 		$816K Buy
19,640
+530
+3% +$22.1K ﹤0.01% 1831
2020
Q3 		$812K Buy
19,110
+5,954
+45% +$257K ﹤0.01% 1677
2020
Q2 		$569K Buy
13,156
+5,617
+75% +$222K ﹤0.01% 1833
2020
Q1 		$247K Sell
7,539
-242
-3% -$8.99K ﹤0.01% 1958
2019
Q4 		$287K Sell
7,781
-90
-1% -$3.19K ﹤0.01% 2339
2019
Q3 		$264K Sell
7,871
-53
-0.7% -$1.88K ﹤0.01% 2319
2019
Q2 		$311K Buy
+7,924
New +$314K ﹤0.01% 2249
2018
Q4 		– Sell
-4,739
Closed -$244K – 2640
2018
Q3 		$244K Sell
4,739
-172
-4% -$8.61K ﹤0.01% 2397
2018
Q2 		$247K Sell
4,911
-159
-3% -$8.06K ﹤0.01% 2366
2018
Q1 		$259K Buy
5,070
+50
+1% +$2.67K ﹤0.01% 2117
2017
Q4 		$264K Buy
5,020
+122
+2% +$6.06K ﹤0.01% 2086
2017
Q3 		$239K Buy
+4,898
New +$233K ﹤0.01% 2157
2016
Q3 		– Sell
-4,770
Closed -$208K – 2332
2016
Q2 		$208K Buy
+4,770
New +$206K ﹤0.01% 1953

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Raymond James Financial Services Advisors's FMS Position: Q4 2022 in Review

Raymond James Financial Services Advisors sold out of Fresenius Medical Care (FMS) in Q4 2022, closing a stake of 21,243 shares — an estimated $298K sold.

Raymond James Financial Services Advisors first reported a position in FMS in Q2 2016 and held it in 20 quarters. The position peaked at $816K in Q4 2020. 155 funds tracked by Wall St. Rank hold FMS as of Q4 2022.

  • Raymond James Financial Services Advisors reported no remaining Fresenius Medical Care position as of Q4 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 21,243 Fresenius Medical Care shares in Q4 2022, an estimated $298K.
  • Raymond James Financial Services Advisors first reported a position in Fresenius Medical Care in Q2 2016 and held it in 20 quarters.
  • Raymond James Financial Services Advisors's Fresenius Medical Care position peaked at $816K in Q4 2020.
  • 155 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.